Phoenix Wealth Advisors’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $337K | Hold |
1,851
| – | – | 0.14% | 97 |
|
|
2025
Q1 | $294K | Sell |
1,851
-50
| -3% | -$7.94K | 0.13% | 99 |
|
|
2024
Q4 | $229K | Buy |
+1,901
| New | +$229K | 0.1% | 111 |
|
|
2021
Q4 | – | Sell |
-482
| Closed | -$46K | – | 296 |
|
|
2021
Q3 | $46K | Hold |
482
| – | – | 0.03% | 199 |
|
|
2021
Q2 | $48K | Hold |
482
| – | – | 0.03% | 191 |
|
|
2021
Q1 | $42K | Hold |
482
| – | – | 0.03% | 202 |
|
|
2020
Q4 | $40K | Buy |
+482
| New | +$40K | 0.03% | 204 |
|